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“Earlier this year, my parents and I went to this branch because they wanted to add me to their Fidelity accounts as they are getting older and want help managing their finances… the investment specialist we met with (Caleb Dorman) was very helpful and respectful throughout the process.. Everything we needed from this visit was successfully achieved.”
“My experience at the VB Schwab office was fabulous. I stopped by without an appointment because I needed paperwork. The associate at the counter was very professional and helpful. He arranged to have what I needed overnighted. I’m so pleased with the service. Thank you!”
Investing
Investing
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Investing
“This is for the 1324 N Great neck road branch. Never really thought to give a review for a bank but I wanted to stop by and let you guys know you are awesome. DAVID at this branch has been very helpful. He is always professional, responsible and my go to guy if I have any questions.”